Andrew Abraham Goldman

Current Employers

Employment History

• 10/1978 → Present
  Andrew A. Goldman
  Phila, PA
• 02/2002 → Present
  Karr Barth Financial Planning, Inc.
  Bala Cynwyd, PA
• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2002-01-25 → 2021-07-14
  Karr Barth Financial Planning, Inc.
  Bala Cynwyd, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

1) D/B/A RUBINGOLDMAN AND ASSOCIATES. 2) OUTSIDE INSURANCE BROKERAGE BUSINESS 3) CMS COMPANIES, 308 EAST LANCASTER AVENUE SUITE 300 WYNNEWOOD, PA 19096, RELATIONSHIP MANAGER FOR CLIENTS, SINCE 3/1976, 1 hr/mo. 4) ANTI-DEFAMATION LEAGUE, BOARD MEMBER, CHAIRMAN OF THE BOARD AND THE EXECUTIVE COMMITTE, FUNDRAISING FOR ORGANIZATION AND ADVISING STAFF OF THE ORGANIZATION, SINCE 7/2011, 0 HRS./MONTH. 5) Administrator or executor of an estate or trustee of a trust for a non-family or family member 6)Participation in life settlement transactions through Equitable's approved life settlements broker Ashar Group, life settlement sales, since 10/2/2017 7)TMAA, LLC, 40 Monument Road Suite 107 Bala Cynwyd, PA , member, since 4/29/2020 8) RGA Real Estate LLC, member. since 03/19/2019, 3 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-03
• S63 Uniform Securities Agent State Law Examination
  1981-10-13

Other Names

• Andy Goldman